Prepare for year end

BT helps make it easier for you to prepare for year end with our end of financial year resources. You’ll find information to help you prepare for 30 June including strategies to help you make the most of your super, plus information on key cut off dates and annual statements. This site will be updated with new information as it becomes available.

Melinda Howes, General Manager, Superannuation shares important information and top tips for end of financial year
Super is likely to be your second largest asset, after your home, which means there’s no better time to review your superannuation strategies than the end of financial year.

For BT Super and BT Super for Life go to our 'Top up my super' page.

For BT Panorama (BT SMSF, BT CMA Saver, BT Super Invest, BT Panorama Super non-advised) go to our 'Year end help and support' page.

Learn important dates for statements and answers to other frequently asked questions
Your annual super statement provides a lot of information, so we want to explain the key features to look out for and what they mean for you.
Learn about contributing to your superannuation and the caps that apply.
First Home Super Saver Scheme – Learn more about how you could use super to help save for the deposit on a first home.
Claim a tax deduction this EOFY – Learn about how to claim a tax deduction this financial year.
Tax saving tips for this EOFY – Learn about super strategies for the end of the financial year.
Learn more about EOFY tips for SMSF trustees.
Learn about opportunities to downsize your family home with the possibility of making additional super contributions.
As a sole trader, end of financial year means it’s time to consider your self-employed super contributions which could help build your retirement savings and lower your tax bill.
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Although much has changed this year, your self managed super fund (SMSF) must still follow all the rules that relate to it. Our EOFY SMSF checklist will help you meet your SMSF obligations.
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Be better prepared for 30 June with our End of Financial Year checklist and maximise your tax time benefits.
3 min read

The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account any person’s personal objectives, financial situation or needs and so a person should consider its appropriateness having regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. A person’s individual situation may differ and they should seek independent professional tax advice. A person should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.